South Korea · Delayed Price · Currency is KRW Samsung Electronics Earnings Call Transcripts
Fiscal Year 2026
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Record-high revenue and profit driven by AI-fueled memory and semiconductor demand, with all-time highs in operating margin and net profit. Premium product launches and strategic investments support growth, while risks include labor actions and global supply chain pressures.
Fiscal Year 2025
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Record-high Q4 revenue and operating profit were driven by strong AI-related memory demand and robust DS division performance, while DX and display segments faced headwinds from tariffs and rising component costs. 2026 guidance focuses on AI leadership, increased CapEx, and enhanced shareholder returns.
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Q3 2025 saw a strong rebound with revenue up 15.4% Q/Q and record memory sales, driven by AI demand. Operating profit and margins improved, CapEx declined, and robust shareholder returns were delivered. AI and premium products remain key growth drivers amid ongoing supply constraints and global risks.
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Q2 2025 revenue declined 5.8% sequentially, with operating profit at KRW 4.7 trillion and a 6.3% margin. Memory and Foundry segments saw strong AI-driven demand, while DX and Visual Display faced headwinds. Shareholder returns were boosted by dividends and accelerated buybacks.
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Record Q1 revenue and operating profit were driven by strong flagship and premium product sales, while memory and foundry segments faced headwinds from deferred demand and trade tensions. The company expects gradual improvement in H2, with ongoing focus on AI, R&D, and shareholder returns.
Fiscal Year 2024
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Q4 2024 revenue declined 4% QoQ to KRW 75.8T, with operating profit at KRW 6.5T and margin at 8.6%. Memory posted record-high Q4 revenue, but overall profitability fell due to higher R&D and weak demand in some segments. 2025 outlook is cautious, with growth focused on AI, premium products, and sustainability.
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Q3 revenue rose 7% sequentially to KRW 79.1T, with strong memory and mobile growth, but operating profit fell to KRW 9.2T due to one-off DS costs and currency impacts. Q4 and 2025 outlooks focus on AI, premium products, and advanced technologies amid ongoing macro uncertainties.
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Q2 2024 saw revenue and profit growth driven by strong memory and display demand, especially from AI servers and OLED. HBM and DDR5 sales surged, while premium smartphones and TVs led segment gains. Cost pressures and competition remain, but outlook is positive for H2.